Payment Records and Due Payments
Cover the Payments list (method, amount, transaction ID, order number, timestamp, search, Excel export) and the Due Payments tab (outstanding/partial ‘due’ payments with total owed). Explain how to navigate to the related order. Permission: Show Payments.
Configuring Payment Methods and Gateways
Document Payment Settings: configure gateways (Paymob, AmwalPay, Stripe, Razorpay, PayPal, Payfast, Paystack, Flutterwave, Xendit) with API credentials and test/live mode, enable per order type (dine-in/delivery/pickup), cash and QR payments (with QR image upload), and custom offline payment method definitions. Note webhook URLs are display-only. Permission: Manage Settings.
Recording Expenses and Categories
Cover Expenses: create with title, category, amount, date, payment status (pending/paid), payment method, due date, description, and receipt upload (max 5MB); edit/delete; filter by category/method/date; export. Cover Expense Categories (name unique per branch, description, active status). Note categories are branch-scoped and seeded on new branches. Permissions: Show/Create/Edit/Delete Expense and Expense Category.